Verified recordFinancial Services

Cody Aguado

Vice President - Investment Strategy at Bny Wealth

Based in New York, United States

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Seniority

Vp

Department

Finance & Accounting

Location

New York

Industry

Financial Services

Company size

1.3K

Contact information

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Email

1 credit

c•••••••@bny.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Cody Aguado

As an Investment Strategist at BNY Wealth, I help accomplished individuals, families, family offices, and institutions build, manage, and sustain their wealth through periods of transition, economic growth, contraction, and everything in between. Specializing in portfolio construction, asset allocation, and risk assessment, I am dedicated to helping wealth management clients achieve their long-term financial goals. Committed to BNY’s values of client focus, integrity, and innovation, I develop tailored multi-asset strategies that balance risk and return, while aligning with each client’s unique objectives. I am passionate about leveraging data-driven insights, market expertise, and fiduciary responsibility to deliver exceptional investment solutions that support financial growth and security across generations.

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